Job Overview

Topel Forman is seeking a tech savvy Staff Accountant within our Family Office Services team in our Chicago office. You will have the opportunity to work closely with family office clients, which include closely held companies and high-net-worth individuals. As the Staff Accountant, you will work closely with our audit and tax teams, and perform monthly, quarterly, or year-end accounting-related tasks as well as gather client information necessary for participating in tax planning and recognizing and communicating potential risks. If you are looking to be part of expanding practice and help build a team, processes, and procedures then this is the opportunity for you. It’s an opportunity to take your accounting skillsets to the next level, while we continue to grow our new division.

Responsibilities

Record financial transactions, balancing and reconciling a variety of accounts
Maintain and review general ledger accounts and consolidations
Prepare financial statements for multiple entities, including operating businesses, trusts and estates, partnerships, private foundations, and individuals
Foster and maintain strong relationships with each client and client’s outside advisors, and address any questions or issues that arise
Assume ownership and responsibility for effectively researching, tracking, and resolving accounting or documentation problems and discrepancies
Develop, implement, modify, and document recordkeeping and accounting systems, making use of current computer technology
Timely and accurate processing of month-end and year-end closing and reporting
Other responsibilities as required

Requirements

Bachelor’s degree in accounting or finance
Minimum of 1 to 3 years of relevant professional experience
Understanding of U.S. GAAP, budgeting, financial analysis, and accounting functions generally performed by an ultra-high net worth family
Comprehends common financial statements and understands complex broker/private equity statements
Proficient MS Office with advanced Microsoft Excel skills
Proven history of providing premier service to clients with a can-do attitude
Strong analytical and problem-solving skills with a commitment to the highest level of quality and output
Good time management skills: ability to juggle and meet multiple critical deadlines and adapt to changing circumstances
Ability to quickly learn new skills and tools
Ability to identify and discuss issues and present workable solutions in a simple, meaningful, and focused manner with all levels of the team and clients

Preferred Requirements

CPA
Prior public accounting experience preferred
QuickBooks experience
Client service accounting
Asset Vantage Accounting System

About Us

Topel Forman is a leading certified public accounting firm in the Midwest and the Denver region providing a wide range of attest, accounting, tax, advisory, and consulting services to individuals, professionals, closely-held and family-owned businesses and corporations. At Topel Forman, you’ll find the high level of talent and expertise you’d expect from a larger firm, but with the accessibility and collaboration that are usually only available at a smaller organization. You can expect to work directly with clients, senior-level management, and partners with knowledge of various disciplines. A proactive, hands-on approach to our clients allows you to grow in your expertise and advance in your career. For more information on Topel Forman, please visit our website at www.topelforman.com.

Benefits

Competitive salary with the range of $75,000 to $85,000, with annual merit increases
Annual discretionary bonus eligibility
35-hour workweek during non-busy season
To learn more about our firm and benefit offerings, please visit our careers page.

Hybrid Work Internet Policy

Internet requirements for working hybrid: We require an internet plan with the following minimum upload and download speeds for best connection: 100+ Mbps download and 20+ Mbps upload. Home Wi-Fi should be password protected.

Staff Accountant

AI overview